Wj Wealth Management, LLC Vanguard Total Stock Market Et Transaction History

Wj Wealth Management, LLC

$267 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 05, 2022	SELL	$183.02 - $230.52 $262,450 - $330,565	-1,434 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$209.9 - $242.97 $1,049 - $1,214	5 Added 0.35%	1,434 $326,000
Q4 2021 Feb 14, 2022	SELL	$221.73 - $242.96 $314,856 - $345,003	-1,420 Reduced 49.84%	1,429 $345,000
Q3 2021 Oct 15, 2021	SELL	$219.23 - $234.37 $624,586 - $667,720	-2,849 Reduced 50.0%	2,849 $633,000
Q3 2021 Oct 13, 2021	BUY	$219.23 - $234.37 $612,309 - $654,595	2,793 Added 96.14%	5,698 $634,000
Q2 2021 Aug 04, 2021	BUY	$209.28 - $222.82 $1,883 - $2,005	9 Added 0.31%	2,905 $647,000
Q1 2021 Apr 28, 2021	BUY	$191.87 - $208.85 $1,726 - $1,879	9 Added 0.31%	2,896 $599,000
Q4 2020 Jan 20, 2021	SELL	$166.99 - $194.64 $23,044 - $26,860	-138 Reduced 4.56%	2,887 $562,000
Q3 2020 Oct 14, 2020	SELL	$157.44 - $181.24 $472,792 - $544,263	-3,003 Reduced 49.82%	3,025 $515,000
Q2 2020 Aug 03, 2020	BUY	$122.96 - $164.1 $741,202 - $989,194	6,028 New	6,028 $944,000

Others Institutions Holding VTI

# of Institutions

3,041

Shares Held

453M

Call Options Held

1.81M

Put Options Held

618K

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wj Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wj Wealth Management, LLC with notifications on news.